This tutorial requires orgs to have created locations. To learn how to add a location click here.
After reading this article you will be able to
- Navigate to Location
- Add a User to a Location as a System Administrator
- Change a Location as a User
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Salesforce Lightning.
Step One: Navigate to Dealer Location Users
Click the All tabs + icon
1. Click App Launcher
2. Enter Locations in the Search bar
3. Click Locations
4. Select a Location
Second Step - Adding the User
1. Click Location Users tab
2. Click the New button
3.Click the look-up icon to search for available Users to assign to the location
4. Click the desired user Name
5. Click Save
This is what was achieved and what was omitted in this how-to.